Greenway Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenway Financial Planning serves individual clients with investment management and a range of financial planning services, including one-off plans and a subscription-based comprehensive planning service. The firm also facilitates use of third‑party managers and model portfolios through platforms such as Altruist’s Model Marketplace and wrap services via Betterment.
The firm describes a mix of approaches: it primarily implements passive, low‑turnover portfolios while also citing technical and cyclical analysis as part of its investment methods and using outside managers for discretionary execution. Clients grant discretionary authority for trading, receive periodic account reviews, and may be placed on both wrap and non‑wrap structures depending on the chosen platform.
What distinguishes this firm from many peers is its very small scale—reporting one client and about $67,000 in assets under management—and its operational ties to other financial service providers: participation in Altruist’s model marketplace, use of Betterment as a sub‑advisor/clearing arrangement, and a principal who maintains an outside role with a large insurance company and as a contracted planner for another advisory firm. The brochure discloses these affiliations and the firm notes they manage potential conflicts through due diligence and monitoring of recommended outside managers.
Client services
Expertise
Fee options
Possible upfront charge of $250 for comprehensive financial planning; fixed financial planning fees between $100 and $2,000
up to 0.85% annually
Comprehensive financial planning ongoing monthly fee between $50 - $500 per month, increasing 3% annually
Fee-only: Fixed fees ranging from $100 to $2,000 for financial planning; $50 to $500 per month for comprehensive financial planning
Main office
Cumming GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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